Customer Success Manager
Eve · Legal & compliance
Remote (US)
CSM$120k–$165k OTEStartup36 insiders to talk to
Still open · always hiring (they keep this posting up and hire in groups)
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Key Client Success Manager
Red Oak · Legal & compliance
Hybrid: Austin HQ; must live near Austin, TX (Austin HQ)
Customer success
Opens the job on Red Oak's own careers site. Some companies ask you to create an account or click through another page first.
At a glance
What you'd actually do: Own a book of top-tier financial services accounts, run executive business reviews, prove outcomes and lead save plans to hold retention at 95% or better.
Pay
Not listed
No pay figures given; equity via EAR
Where you work
Hybrid: Austin HQ; must live near Austin, TX (Austin HQ)
Selling to
asset managers and financial firms
How you'd sell
Mostly outbound (cold calls, emails)
Experience asked
5+ years
Tools you'll use
Salesforce, Gong
Your game plan for this job
0 of 5 doneMost people just hit Apply. Do these first and you show up with someone on the inside.
- 1Pick 2–3 people at Red OakWe found 3 current reps: 1 AEs. SDRs reply the most; they were in your shoes recently. See them ↓
- 2Send a short, curious noteAsk about their experience, not for a referral. We write it for you, with the role and what Red Oak sells.
- 3Have a 15-minute chatGood questions for this role:
- What does a normal day look like for you?
- How did you land the job? What stood out in your interviews?
- The role is mostly outbound. How much is calling vs. email vs. LinkedIn?
- The posting mentions Salesforce, Gong. How much of your day is in those tools?
- 4Apply, ideally with a referralIf the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
- 5Prep for the role playSDR interviews almost always end in a mock cold call. Practice with the Red Oak cheat sheet and the role-play guide.
Talk to someone at Red Oak before you apply
A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.
Full job description
Overview
Red Oak is the sole-source, integrated compliance and distribution platform for regulated financial services. More than half of the top 20 global asset managers are Red Oak clients, including BlackRock, Vanguard, PIMCO, and Morgan Stanley. We're one of the fastest-growing companies in compliance tech. Our mission: we give compliance the speed to say yes, so growth never has to wait.
This is the second of two Key CSM seats covering Tier 1 — Red Oak's most complex, highest-value customer relationships.
You'll own an assigned book of these accounts end to end — success plans, outcome baselines, business review cadence, adoption strategy, escalation and save plans — with direct access to C-suite executives. You'll run your book like a business, not a queue.
High autonomy. High executive exposure. High stakes.
Tier 1 accounts are Red Oak's most complex, highest-value relationships — asset managers, broker-dealers, RIAs, and insurance firms running multiple products across Compliance, Distribution, and Supervision. Post-close is when sponsor relationships are most exposed, and competitive displacement already accounts for most of our churn by value. You're the coverage that closes that gap.
What Success Looks Like
Retention held.
Your book holds GRR at or above 95% with zero unforecasted churn — every at-risk account flagged early, every one carrying an active save plan.
Outcomes proven.
Every account has a documented success plan and outcome baseline — time saved, workflow improvement, risk reduction, audit readiness — delivered to executive sponsors on SLA.
Relationships multi-threaded.
Stakeholder maps stay current across each account, so no relationship depends on a single sponsor.
Your KAD walks in armed.
Your paired Key Account Director enters every renewal and expansion conversation with proven outcomes, mapped whitespace, and qualified signals sourced from your account intelligence.
Responsibilities
Own an assigned book of Tier 1 accounts end to end — success plans, outcome baselines, business review cadence, adoption strategy, escalation and save plans
Deliver GRR ≥95% and zero unforecasted churn across your book
Establish and document outcome baselines for every account, then prove measurable results that anchor renewals and demonstrate platform ROI to executive sponsors
Deliver executive-level business reviews to Tier 1 SLA, bringing outcome evidence, adoption insights, stakeholder mapping, and qualified expansion opportunities into the room
Partner with your assigned Key Account Director as an equal on account strategy — surfacing whitespace, expansion triggers, at-risk signals, and renewal timing
Maintain multi-threaded stakeholder maps across each account so no relationship depends on a single sponsor
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